Michael A. Biggica

PIXEL FINANCIAL PLANNING

San Francisco, CA

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CRD#: 4047171

Professional summary

Michael A Biggica, CFP®, who also goes by Michael Anthony Biggica, is a registered financial advisor currently at PIXEL FINANCIAL PLANNING located in San Francisco, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Michael has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 79 and Series 7 exams.

Biography

Mike has over 15 years of experience in the financial industry, holds the CFP® designation, and serves as a fiduciary. His focus is to serve as your personal financial advocate and make your goals a priority.

As a native New Yorker and former investment banker, he has experienced living and working in two major metropolises, and understands the complexities of managing a busy lifestyle among a high cost of living environment.

Question & Answer

What are your service offerings?

Education Planning

Tax Planning

Comprehensive Financial Planni...

Investment Planning

Employee and Employer Plan Ben...

Retirement Planning

Do you have an area of expertise or specialization?

AUM

Baby Boomers

Fixed Fee (Subscription, Retai...

Generation X

High Net Worth Client Needs

Investment Advice with Ongoing...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Michael Anthony Biggica

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael A Biggica's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

January 4, 2017 - Present

PIXEL FINANCIAL PLANNING

RIA

CRD#: 285762

San Francisco, CA

Past

June 28, 2016 - December 31, 2016

20/20 CAPITAL MANAGEMENT, INC

RIA

CRD#: 281692

San Francisco, CA

Past

March 27, 2014 - December 20, 2016

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

SAN FRANCISCO, CA

Past

March 17, 2014 - December 20, 2016

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

SAN FRANCISCO, CA

Past

April 19, 2011 - February 6, 2014

RBC CAPITAL MARKETS, LLC

CRD#: 31194

SAN FRANCISCO, CA

Past

August 27, 2007 - April 4, 2011

STERNE, AGEE & LEACH, INC.

CRD#: 791

NEW YORK, NY

Past

August 3, 2005 - December 7, 2005

VFINANCE INVESTMENTS, INC

CRD#: 44962

BOCA RATON, FL

Past

August 15, 2000 - August 13, 2003

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

January 17, 2000 - August 11, 2000

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/4/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/21/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/27/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/20/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 79

Date: 12/4/2012

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 7

Date: 1/13/2000

General Securities Representative Examination

Current Firm

PIXEL FINANCIAL PLANNING

PIXEL FINANCIAL PLANNING | PIXEL PLANNING | PIXEL FINANCIAL PLANNING, LLC

CRD#: 285762 / SEC#:

California

Registered Investment Advisory firm - (1/1/2017 Approved)

Texas

Registered Investment Advisory firm - (1/30/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

San Francisco, CA

Mailing Address

Phone number

(415) 890-4520

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	66
AUM (Assets Under Management)	$ 29,433,332

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Michael A. Biggica

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael A Biggica's CRS (Customer Relationship Summary).

Certified licenses

Experience

20/20 CAPITAL MANAGEMENT, INC

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

RBC CAPITAL MARKETS, LLC

STERNE, AGEE & LEACH, INC.

VFINANCE INVESTMENTS, INC

UBS FINANCIAL SERVICES INC.

RBC CAPITAL MARKETS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/21/2014

Series 63

Date: 11/27/2000

SIE

Date: 12/20/2016

Series 79

Date: 12/4/2012

Series 7

Date: 1/13/2000

Current Firm

PIXEL FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PIXEL FINANCIAL PLANNING

TRUST BUT VERIFY

Contact information

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